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Index Management Solutions’s Sonoco SON Stock Holding History

Index Management Solutions’s Portfolio SON Stock Details SON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-9,868
Closed -$388K – 979
2014
Q3 		$388K Buy
9,868
+3,166
+47% +$129K 0.04% 366
2014
Q2 		$294K Buy
6,702
+4,650
+227% +$196K 0.04% 449
2014
Q1 		$84K Buy
+2,052
New +$85.2K 0.01% 523

Other funds holding SON

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Index Management Solutions's SON Position: Q4 2014 in Review

Index Management Solutions sold out of Sonoco (SON) in Q4 2014, closing a stake of 9,868 shares — an estimated $388K sold.

Index Management Solutions first reported a position in SON in Q1 2014 and held it in 3 quarters. The position peaked at $388K in Q3 2014. 331 funds tracked by Wall St. Rank hold SON as of Q4 2014.

  • Index Management Solutions reported no remaining Sonoco position as of Q4 2014 after selling out during the quarter.
  • Index Management Solutions sold 9,868 Sonoco shares in Q4 2014, an estimated $388K.
  • Index Management Solutions first reported a position in Sonoco in Q1 2014 and held it in 3 quarters.
  • Index Management Solutions's Sonoco position peaked at $388K in Q3 2014.
  • 331 funds tracked by Wall St. Rank held Sonoco as of Q4 2014.

Based on Index Management Solutions's 13F filing for Q4 2014, filed 13 Feb 2015.